You can link Measure Sheet Items, Finance Options, Resources, Packages, Contracts, and Proposals to different offices. This allows you to control the data users can access based on the office to which they’re assigned. You can also define App Settings per office.
Adding a New Office
To add a new office, click the New button. You will be presented with a screen to enter a name for the new office as well as copy data from an existing office.
Learn more about the various settings below:
Name
The name of the office.
App Settings
The office you want to copy the App Settings from. Once an office is saved, SalesPro will copy all of the app settings from the selected office to be used in the newly saved office.
Note: This field will only appear when creating a new office.
Note: This field will only appear when creating a new office.
Price Guide
The office from which you want to copy the Price Guide. Once an office is saved, SalesPro will copy the entire Price Guide from the selected office and make it available to users in the newly saved office.
Note: This field will only appear when creating a new office.
Note: This field will only appear when creating a new office.
Packages
The office(s) you want to copy assigned Packages from.
Finance Options
The office(s) you want to copy assigned Finance Options from.
Contracts
The office(s) you want to copy assigned Contracts from.
Proposals
The office(s) you want to copy assigned Proposals from. The office(s) you want to copy assigned Contracts from.
Resources
The office(s) you want to copy assigned Resources from The office(s) you want to copy assigned Proposals from.
Office Administration
When editing App Settings, you can designate which office you’re working in by changing the dropdown at the top of the SalesPro admin website.